Medallion Wealth Advisors’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

Medallion Wealth Advisors’s Portfolio GRPM Stock Details GRPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$118K	Hold	1,000	–	–	0.04%	333
2025 Q4	$120K	Hold	1,000	–	–	0.04%	328
2025 Q3	$121K	Hold	1,000	–	–	0.04%	324
2025 Q2	$109K	Hold	1,000	–	–	0.04%	332
2025 Q1	$105K	Hold	1,000	–	–	0.05%	303
2024 Q4	$105K	Buy	+1,000	New	+$119K	0.05%	288

Other funds holding GRPM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Medallion Wealth Advisors's GRPM Position: Q1 2026 in Review

Medallion Wealth Advisors held its Invesco S&P MidCap 400 GARP ETF (GRPM) position steady in Q1 2026 at 1,000 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #333.

Medallion Wealth Advisors first reported a position in GRPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $121K in Q3 2025. 99 funds tracked by Wall St. Rank hold GRPM as of Q1 2026.

Medallion Wealth Advisors held 1,000 shares of Invesco S&P MidCap 400 GARP ETF worth $118K as of Q1 2026.
Medallion Wealth Advisors left its Invesco S&P MidCap 400 GARP ETF share count unchanged in Q1 2026.
Invesco S&P MidCap 400 GARP ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #333 holding.
Medallion Wealth Advisors first reported a position in Invesco S&P MidCap 400 GARP ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Invesco S&P MidCap 400 GARP ETF position peaked at $121K in Q3 2025.
99 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.